Jefferies Names Microsoft (MSFT) Its Top AI Pick After “Build 2025”

Jefferies’ top tech analyst, Brent Thill, has named Microsoft Corp. (NASDAQ: MSFT) his “top AI pick” following the company’s annual developer conference, Build 2025, held in Seattle last week.

In a research note on May 23, Thill reaffirmed his Buy rating on the stock and maintained a price target of $550, highlighting Microsoft’s strategic focus on artificial intelligence as a key driver of future growth.

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Thill described Microsoft Corp. (NASDAQ: MSFT) evolving into a comprehensive AI platform, positioning it to lead in the fast-moving AI landscape. He emphasized the company’s growing momentum in AI services and infrastructure, noting a strong reception from the developer community.

One of the standout themes from Build 2025 was Copilot, Microsoft’s AI assistant, which Thill said had made meaningful progress over the past three to six months. Developers were particularly enthusiastic about its enhanced capabilities and the ease with which it can integrate next-generation reasoning models.

Thill also noted that the updated Copilot now features advanced research tools, which he believes will help close the functionality gap with OpenAI’s Deep Research, further strengthening Microsoft’s competitive edge in enterprise AI solutions. With continued innovation and broad developer support, Microsoft remains a major force in shaping the future of artificial intelligence, according to Jefferies.

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Disclosure: None.